Release Date: November 1
Improvements
- Added multi-year view to Payments and Approvals Dashboards.
- Added Organization Address and Tax ID validation to Bridger Insight integration. These values serve as a unique identifier for organizations in Bridger Insight. Now, an Organization must have either the Tax ID field or a valid Organization address to be added to the Bridger Insight accept list. One of the following combinations provides a valid address: Address, City, and State; Address, City, and Country; Address and Postal Code. If an Organization does not have either a Tax ID filled out or a valid Organization address, an error message will appear describing the issue.
Fixes
- Fixed an error occurring when adding a Request in Scenario Planning with payments. Prior to the fix, the Scenario Planning and Payments tabs of the Request record both showed an unscheduled balance, despite the fact that the two payments added totaled the Recommended Amount of the Request.
- Resolved a bug with date merge fields populating incorrectly in Portal invitation emails.
- Fixed an error occurring when changing the true/false value settings under Settings > Grantee Portal.
- Resolved an issue occurring with a Grantee Portal Intake Form when navigating to a page with a Request-Specific Assessment Sources field. Prior to the fix, the page would become unresponsive.
- Fixed a bug with searching for an email address in Quick Search. Prior to the fix, Quick Search did not surface all contacts with a given email address.
- Resolved errors occurring in the Reports Tool. Specifically, the errors occurred with reports containing grouped list views that were grouped by coding properties.
- Fixed a bug on the timeline on a Request Overview page. Prior to the fix, the intake form type always displayed as "Application," regardless of the actual intake form type.
- Added Code Number field to GIFTS > GivingData migration tool.